+16.9%
D vs DOCU
-9.0%
+26.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.2% |
| 7D | +0.4% | +6.9% | -6.4% | +0.8% |
| 30D | -3.6% | +19.0% | -22.6% | -2.7% |
| 3M | -1.0% | +34.3% | -35.3% | +0.7% |
| 6M | +6.3% | +48.0% | -41.7% | +9.1% |
| YTD | +14.7% | 0.0% | +14.7% | +15.7% |
| 1Y | +16.9% | -10.3% | +27.2% | +18.1% |
| All | +16.9% | -9.0% | +26.0% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling